See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,374 | $95,803-2.5% | $113,168-17.5% | $84,808+10.1% |
| Participation rate | 79.5% | 72.9%+6.7pp | 76.6%+3.0pp | 68.3%+11.2pp |
| Annual return | 14.48% | 25.00%-10.5pp | 24.27%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,487 | $2,360-37.0% | $2,975-50.0% | $2,631-43.5% |
| Participant deferral / active EE | $2,850 | $4,242-32.8% | $5,107-44.2% | $4,212-32.3% |
| Admin fee / account holder | $4,613 | $8,989-48.7% | $12,068-61.8% | $7,344-37.2% |